Bryan M Parrish
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Nov 2023 to now
- Charles Schwab Bank SsbNov 2023 to now
- First Command Advisory Services, Inc.Oct 2019 to Sep 2023
- First Command Financial Planning, Inc.Oct 2019 to Sep 2023
- Geiger WealthFeb 2019 to Sep 2019
- First Command Advisory Services, Inc.Feb 2018 to Feb 2019
- First Command Financial Planning, Inc.Feb 2018 to Feb 2019
- First Command Insurance Services, Inc.Feb 2018 to Feb 2019
- First Command Advisory Services, Inc.Apr 2017 to Dec 2017
- First Command Insurance Services, Inc.Apr 2017 to Dec 2017
- First Command Financial Planning, Inc.Sep 2016 to Dec 2017
- Northern Illinois UniversityAug 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6710447
- Firm CRD
- 5393